Culpepper Group LLC
RIAState Registered
Total AUM
$20M
Discretionary
$5M
25% of AUM
Avg account
$5M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148909
- Website
- www.culpeppergroupllc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Culpepper Group LLC is an individually owned limited liability company operating as an institutional registered investment adviser. Filings identify an institutional client base and a fee model that combines a percentage-of-AUM component with fixed fees. The firm lists pension consulting services among its advisory activities but is not designated as a pension consultant in the same dataset. Culpepper Group LLC does not position itself as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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